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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,468 | $172,111+2.5% | $150,298+17.4% | $137,256+28.6% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 12.85% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,372 | $4,636-48.8% | $4,154-42.9% | $4,156-42.9% |
| Participant deferral / active EE | $7,251 | $6,166+17.6% | $5,453+33.0% | $6,407+13.2% |
| Admin fee / account holder | $57,539 | $16,471+249.3% | $14,116+307.6% | $12,270+368.9% |